Financial Planning

Ben’s passion is to have deep, meaningful relationships with successful people whereby he aids them in reducing the risks of saving, investing, and managing their money. Ben achieves these types of client relationships through a five step process:
1. Identify where they are now.
2. Identify where they want to be.
3. Formulate and present a plan tailored to their values, dreams, and goals.
4. Assist them with the implementation and execution of the plan.
5. Monitor and revise the plan with them as their life & economic circumstances change.
Unlike many of our competitors, our business is driven by the plans we provide as opposed to the products we offer. We will never endorse a product that we do not feel is in the best interest of the client. At Money Concepts, the client truly does come first.